What We Offer
- Salary: Up to ₱75,000/month
- Signing-On Bonus: Up to ₱100,000
- Education: Minimum Senior High School graduate
- Experience: At least 1 year BPO experience
- License: FINRA Series 6
- Work Setup: 100% Onsite
- Locations: MOA, Pasay / Alabang
- Start Date: ASAP
Key Responsibilities
- Handle customer inquiries and requests related to investment and brokerage accounts.
- Assist customers with account servicing, transactions, and other financial services concerns.
- Provide accurate information regarding account procedures, products, and services while following company and regulatory guidelines.
- Resolve customer concerns professionally and efficiently while maintaining a high level of customer satisfaction.
- Process account-related requests accurately and within established service-level requirements.
- Protect customer information and maintain strict confidentiality when handling financial and personal data.
- Follow applicable FINRA regulations, company policies, compliance procedures, and quality standards.
- Document customer interactions and account activities accurately in the appropriate systems.
- Coordinate with internal teams when escalations or additional account support are required.
- Meet established performance, quality, productivity, and compliance targets.
Qualifications
- Must be a Senior High School graduate or higher.
- Must have at least 1 year of BPO experience, preferably in financial services, banking, investment, brokerage, or account servicing.
- Active/valid FINRA Series 6 license required.
- Strong verbal and written English communication skills.
- Good understanding of financial services and customer account processes.
- Strong attention to detail and ability to handle sensitive financial information.
- Comfortable working in a 100% onsite environment.
- Willing to work on a schedule aligned with the business/client requirements.
- Available to start ASAP.
Who Is This Role For
This opportunity is ideal for candidates who already have FINRA Series 6 and want to build or advance their career in the financial services industry.
You may be a strong fit if you have experience in BPO customer service, banking, brokerage, investments, financial accounts, or securities-related processes and are comfortable assisting customers while following strict regulatory and compliance requirements.
Why Apply
FINRA License + BPO Experience + Competitive Pay + ₱100K Signing-On Bonus
If you're looking for a high-paying financial services BPO role where your FINRA Series 6 qualification is valued, this could be your next career move.
